Episode description

This conversation delves into the complexities of US tax obligations for expatriates, covering essential topics such as the requirement to report worldwide income, the intricacies of tax credits and exclusions, and the importance of understanding filing deadlines. The discussion also highlights the physical presence and bona fide residency tests, the implications of double taxation, and the necessity of F Bar reporting. Additionally, it addresses the tax responsibilities of non-American expats living in the US and the reporting requirements for investment income. The conversation concludes with insights on when to hire a tax professional and the financial services available for expats.

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